CI

Cambiar Investors Portfolio holdings

AUM $2.2B
1-Year Est. Return 6.87%
This Quarter Est. Return
1 Year Est. Return
+6.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.51B
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$30.7M
3
+$22.5M
4
TCOM icon
Trip.com Group
TCOM
+$12.5M
5
CMI icon
Cummins
CMI
+$11.1M

Top Sells

1
+$100M
2
+$82.7M
3
+$78M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$66.2M
5
BMY icon
Bristol-Myers Squibb
BMY
+$31M

Sector Composition

1 Energy 19.6%
2 Financials 18.84%
3 Industrials 11.31%
4 Consumer Staples 10.71%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$55.1M 1%
560,566
-87,057
27
$53.1M 0.96%
1,149,639
-24,669
28
$52.6M 0.96%
733,541
-13,574
29
$52.2M 0.95%
377,770
+14,452
30
$51.9M 0.94%
763,526
-347,254
31
$51.6M 0.94%
1,027,365
-170,901
32
$51M 0.93%
971,164
-28,516
33
$50.9M 0.92%
956,744
-8,823
34
$49.4M 0.9%
403,604
-9,279
35
$45.3M 0.82%
1,117,819
-71,380
36
$40.8M 0.74%
115,592
-79,300
37
$40.7M 0.74%
703,348
-16,102
38
$39M 0.71%
207,798
-5,067
39
$38.7M 0.7%
1,688,282
-34,912
40
$38.3M 0.7%
543,148
-15,888
41
$37.5M 0.68%
366,228
-22,337
42
$37.3M 0.68%
319,503
-8,697
43
$36.7M 0.67%
951,687
-22,853
44
$36.5M 0.66%
+622,905
45
$36.4M 0.66%
505,583
-244,592
46
$36.3M 0.66%
563,369
-14,514
47
$36.3M 0.66%
381,862
-9,880
48
$36.2M 0.66%
588,058
+13,418
49
$36M 0.65%
1,263,566
+224,267
50
$35.9M 0.65%
1,152,078
-3,236
1
2
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